Trove Private Wealth works with successful individuals and families to help them discover and do more of what they care about most. 

Through our unique LifePrint™ Planning process, we build and implement strategic and comprehensive wealth plans, designed to help our much-loved clients better grow and protect the value of their money, so they can better grow and protect the impact of their life. 

As our clients gain clarity and confidence about what’s possible – without adversely impacting their financial independence or family legacy objectives – they find greater freedom and are empowered to live more generously and to give more generously.

Investment Management

Personal Finance

Trove Private Wealth

Ron Ware, JD, CFP®

Tim Borchers

Sarah Procaccini

Marc Cusano

Cheryl Ware

Chris Bottaro

Michael Mcclary

Josh Procaccini, CFP®

The Insurance and Client Services team at Trove Private Wealth focuses on integrating insurance solutions into clients' comprehensive wealth plans. They assess client needs, manage policy options, and provide ongoing support to ensure optimal protection and service. Through collaboration with other teams, they enhance the client experience, driving clarity and confidence in financial decisions while safeguarding client legacies.

Insurance and Client Services

Legal and Administrative Support

Leadership Team

Insurance and Client Services

About

Team members

Other teams at Trove Private Wealth

Legal and Administrative Support

Leadership Team